See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIC Service code 13 · EIN 93-4217445 | Contract Administrator | $38,230 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $30,310 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 15 1 JEFFERSON AVE. · ST. LOUIS, MO 63103 | Recordkeeping | $23,271 |
Service code 10 · EIN 31-0800053 | Accounting | $13,680 |
THE SEGAL COMPANY1 year Filed as: SEGAL INSURANCE Service code 23 · EIN 65-1160808 | Insurance services | $8,580 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,191 | $82,917-72.0% | $103,333-77.6% | $77,643-70.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.14% | 19.13%-9.0pp | 24.88%-14.7pp | 31.24%-21.1pp |
| Employer contribution / active EE | $3,264 | $3,552-8.1% | $3,868-15.6% | $2,726+19.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $202 | $638-68.3% | $8,355-97.6% | $430-53.0% |